Our Services

DUE DILIGENCE

We prioritize the stewardship of investor capital through continuous due diligence on both operators and investment opportunities, assessing performance, operational integrity, and investment fundamentals.

PORTFOLIO OVERSIGHT

We simplify the investment process by serving as the centralized contact for our vetted operators and investments, giving investors seamless access to institutional-quality opportunities without the complexity of direct sponsor management.

K-1 FACILITATION

A simplified and efficient process for collecting, reviewing, and distributing K-1s, ensuring investors and their tax preparers receive necessary documents with ease and accuracy.

INVESTOR REPORTING

Transparency is essential. We work closely with operators to elevate the standard of investor reporting, ensuring timely and comprehensive updates through a secure investor portal.

CASHIERING

A robust quality control system that ensures oversight, precise investment funding, accurate distribution reconciliation, and seamless investment transactions - providing investors with greater security and peace of mind.

ON GOING RELATIONS

Regular meetings are held with our operators where we review investment performance, market trends and conditions, and upcoming opportunities - ensuring informed decision-making and proactive portfolio management.

Due Diligence

Diligence drives decisions. We hold our due diligence process to the highest standards.  

OPERATORS

We believe partnering with the right operators is one of the most salient factors in real estate investing.

MARKETS

We perform a thorough market analysis for every investment, including demographic demand drivers and a site tour of every prospective investment.

ASSETS

We analyze the investment financials, stress the underwriting assumptions, property conditions, and organizational documents to the benefit of our investors.

OUR PROCESS

How it works


Your all-in-one solution for private market real estate.

Confidently step into the space with our expert operator selection, rigorous investment due diligence, comprehensive performance reporting, and other investor relations services. Differentiate yourself with proprietary, high-quality real estate opportunities that are not widely accessible to others in the market.

VET

Initial operator and pre-investment due diligence processes.

FACILITATE

Cashiering, K-1 distribution, investor report distributions, and cloud organization with investor portal.

MONITOR

Ongoing quarterly investment updates and annual operator due diligence updates.

Pricing Model

We charge for an Investor Relations fee paid by the operating entity for each real estate sponsor on our platform billed quarterly.

STANDARD

$60
PER INVESTOR PER QUARTER
Pre Sponsor Due Diligence
Pre Investment Due Diligence
Investor Communications
K1 - Tax Facilitation
On Going Sponsor Due Diligence
Cashiering Services
Reporting Services

Get in touch